Merge Ahead: Combining Irrevocable Trusts

Published on July 18, 2025

A practical guide to balancing fiduciary duties, beneficiary interests and tax efficiency.

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Deals & Moves: Motley Fool Hires Financial Planning Lead; AlphaCore Names Investment Strategist

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In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader, and the CFP Board names a professor of finance from Kansas State its next board chair-elect.

What Can Shakespeare Teach Us About Estate Planning?

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Four observations inspired by The Bard of Avon.